SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 444 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $63,719,000 | +4.2% | 752,116 | +0.9% | 6.57% | -5.9% |
| Q3 2021 | $61,123,000 | -2.3% | 745,766 | +2.2% | 6.98% | -2.5% |
| Q2 2021 | $62,557,000 | +10.8% | 729,869 | +6.0% | 7.16% | +5.3% |
| Q1 2021 | $56,466,000 | +32.4% | 688,689 | +6.9% | 6.80% | +16.6% |
| Q4 2020 | $42,646,000 | +50.5% | 644,304 | +13.9% | 5.83% | +26.1% |
| Q3 2020 | $28,334,000 | +17.5% | 565,665 | +15.2% | 4.62% | +10.8% |
| Q2 2020 | $24,109,000 | +175.4% | 490,824 | +129.1% | 4.17% | +125.5% |
| Q1 2020 | $8,753,000 | – | 214,217 | – | 1.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGGS ADVISORY GROUP, INC. | 274,575 | $22,880,000 | 15.19% |
| Financial Planning & Information Services, Inc. | 539,341 | $44,943,000 | 10.04% |
| N.E.W. Advisory Services LLC | 592,583 | $48,563,000 | 9.20% |
| Carter Financial Group, INC. | 72,972 | $6,081,000 | 8.15% |
| Morton Brown Family Wealth, LLC | 107,515 | $8,959,000 | 6.77% |
| Capasso Planning Partners LLC | 107,967 | $8,997,000 | 6.35% |
| Northern Capital Management, Inc. | 91,554 | $7,629,000 | 6.24% |
| ERTS Wealth Advisors, LLC | 251,427 | $20,951,000 | 5.86% |
| Goelzer Investment Management, Inc. | 721,289 | $60,105,000 | 5.20% |
| Hamilton Capital, LLC | 960,720 | $80,057,000 | 5.14% |